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Reporting

Information about how to use the Reporting application.

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Getting Started
Accounts
Reporting
FAQs

ACH Reports

These guides include information that Omaha Merchants are expected to adhere to.  1) The Omaha Consumer ACH Originator Guide is a brief tutorial for Omaha merchants regarding the ACH product they are offering their customers as an alternate payment method to… Read more

Scheduling a report

Note: Prior to scheduling a report, you must have filters in place. For more information about filters, please see “Filtering a Report”. Step 1: Click the “Schedule” button then click the “+” sign to create the schedule.  Step 2: Schedule… Read more

Changing the data on your reports

You can add or remove columns on your reports or on the Transaction Finder to change the data displayed. You can also change the order of the columns on your reports. Add a column Step 1. Click Columns. A pop-up… Read more

Filtering a report

Note: If you have multiple merchant locations and you want to filter your reports by location, provide your Merchant Number in your filters. Step 1. From the Reports screen, navigate to the report you want to view, and then click… Read more

Exporting a report

Step 1. From the top-right corner of the report screen, click Export. Step 2. Select one of the following file formats:     a. CSV     b. PDF     c. TXT Step 3. Select the information that you want to export:     a. Visible Columns… Read more

Viewing a generated report

Step 1. From the home screen, click Reporting. The Reporting application opens in a new window. Step 2. From the side menu, select Reports. Step 3. Select Generated Reports to view a list of reports. Step 4. Navigate to the… Read more

Viewing your statements

Step 1. From the home screen, click Reporting. The Reporting application opens in a new window. Step 2. Navigate to the side menu, and then select Statements. Step 3. Select Filter. Step 4. Enter your filter preferences:   a. Select the… Read more